337 hedge funds and large institutions have $8.21B invested in WEX in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 103 increasing their positions, 121 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-6
Holders Change %
-1.75%
% of All Funds
7.31%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
57
Increased
103
Reduced
121
Closed
61
Calls
$7.33M
Puts
$10.8M
Net Calls
-$3.5M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
301
Asset Dedication LLC
California
$14K
PFO
302
Pathstone Family Office
New Jersey
$14K
GAM
303
Gemmer Asset Management
California
$14K
OWA
304
One Wealth Advisors
California
$14K +$14K +71 New
PCG
305
Private Capital Group
Connecticut
$12K -$9.6K -48 -44%
AF
306
Advisornet Financial
Minnesota
$10K
TCM
307
Tradewinds Capital Management
Washington
$9K
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$8K
KPW
309
Kore Private Wealth
New York
$7K -$7.92K -43 -53%
QCG
310
Quadrant Capital Group
Ohio
$7K
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.77K +28 +467%
RTC
312
Riverview Trust Company
Washington
$6K +$6K +29 New
ST
313
Smithfield Trust
Pennsylvania
$5K
EARNEST Partners
314
EARNEST Partners
Georgia
$5K
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$4K
HGWM
316
Harvest Group Wealth Management
Massachusetts
$4K +$4K +19 New
CFA
317
Camarda Financial Advisors
Florida
$4K +$4K +21 New
SMFS
318
Squar Milner Financial Services
California
$3K
PCP
319
Proficio Capital Partners
Massachusetts
$3K +$1.41K +8 +89%
IWP
320
Icon Wealth Partners
Texas
$3K +$3K +14 New
DBT
321
Dubuque Bank & Trust
Iowa
$3K +$3K +18 New
BFEC
322
Benjamin F. Edwards & Company
Missouri
$3K +$3K +18 New
SCM
323
Shelton Capital Management
Colorado
$2.9K -$12.2K -2,343 -81%
TFGT
324
TS Financial Group (TSFG)
Illinois
$2K +$2K +12 New
BCA
325
Berman Capital Advisors
Georgia
$2K +$2K +14 New